See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,614 | $45,863+21.3% | $77,024-27.8% | $68,494-18.8% |
| Participation rate | 79.1% | 55.9%+23.2pp | 67.9%+11.2pp | 67.9%+11.2pp |
| Annual return | -29.48% | 1.72%-31.2pp | 42.32%-71.8pp | -7.84%-21.6pp |
| Employer contribution / active EE | $1,900 | $1,650+15.2% | $2,812-32.4% | $2,596-26.8% |
| Participant deferral / active EE | $4,749 | $2,962+60.3% | $4,426+7.3% | $4,027+17.9% |
| Admin fee / account holder | $9,449 | $3,041+210.8% | $5,425+74.2% | $5,403+74.9% |